VLOOKUP stands for vertical lookup and we can use to scan a column and get matching data. In this article, learn how to use VLOOKUP with 10 practical examples. You also get a free sample workbook to practice VLOOKUP.
Table of Contents
What is VLOOKUP?
VLOOKUP stands for Vertical Lookup. We can use it scan your data to find a matching value.
You can use the below syntax to write VLOOKUP.
'SYNTAX
=VLOOKUP(search_value, in_this_data, return_column_number, approximate_match_ok?)
- Search_value: this is the first parameter or option for VLOOKUP. You can specify the lookup value here. It can be a typed-in value or reference to a cell value.
- In_this_data: This is where your data is. It can be on the same worksheet or in another tab. It can be a range of values (like B5:E17) or a table (like tblSales).
- return_column_number: This number tells VLOOKUP which column to extract after the result is found. Refer to below examples to better understand this.
- approximate_match_ok? This TRUE / FALSE setting tells VLOOKUP if you want an approximate or exact match for your search. In 99% of situations, I use FALSE for this, as we need EXACT matches in business situations.
VLOOKUP Explanation
Here is a simple VLOOKUP to get the sales value of Josh from my sales data in the range $B$5:$E$17. The formula returns the result of $1680.
Refer to below image to understand the concept of VLOOKUP.
'SYNTAX
=VLOOKUP(search_value, in_this_data, return_column_number, approximate_match_ok?)
'EXAMPLE
=VLOOKUP("Josh", $B$5:$E$17,3,FALSE)
'RESULT
1680
EXPLANATION
Vertically looks up “Josh” in column B of the range B5:E17 and returns the exact matching value from column D (3rd column from B). Refer to the above picture and syntax to understand the concept.
VLOOKUP - 5 Essential Examples
Now that you understand the concept of VLOOKUP, let’s look at 5 essential examples of this lookup function in day-to-day business settings.
Note: All these examples use the same sales dataset as above. You can grab a copy of this file from here.
Example 1 - Basic Usage of VLOOKUP
The most basic usage of VLOOKUP is to lookup a value in a table and get corresponding matching value from another column.
In this example, we want to lookup sales of “Josh” from the sales data in the range B5:E17.
'EXAMPLE 1
=VLOOKUP("Josh", $B$5:$E$17,3,FALSE)
'RESULT
1680
Example 2 - Using Input Cell for Search Value
One simple way to make your VLOOKUP formulas powerful is by using input cell to maintain the search value. This way, everytime you need to search for a different thing, you just update the search value.
'EXAMPLE 2
'Put a person's name in cell G8, such as Jagjit
'Formula:
=VLOOKUP(G8,$B$5:$E$17,4,FALSE)
'RESULT
709
Example 3 - Searching by pattern (name begins with)
Many times, we don’t know what the full value is. We just know the first few letters. For example, looking at the sales data in range B5:E17, you want to find the sales of the person whose name begins with the value in cell G5.
For example, G5 contains Jav
In this case, we are looking for the person Javed.
'EXAMPLE 3
'Type Jav in G5
'Formula:
=VLOOKUP(G5&"*",$B$5:$E$17,3,FALSE)
'RESULT
$2277
How this “Name begins with” VLOOKUP works?
- The formula is =VLOOKUP(G5&”*”,$B$5:$E$17,3,FALSE)
- First let’s look at the search_value option. This is G5&”*”
- As G5 is “Jav”, this becomes Jav*
- * is a special character for VLOOKUP. It means, anything after Jav.
- So VLOOKUP looks for any name that begins with Jav and finds Javed.
- The rest is easy to understand.
POP QUIZ…
- How would you find Net Sales for the person whose name ends with sh
- Write a formula for that and share your answers in the comment section.
Example 4 - Get the entire record
Let’s say you want the entire record, not just Net Sales column (3). In this case, you can use an array as the 3rd parameter for VLOOKUP. See this powerful example.
'EXAMPLE 4
'Get entire record for Johnson
'Formula:
=VLOOKUP("Johnson",$B$5:$E$17,{1,2,3,4},FALSE)
'RESULT
The entire row of values for Johnson
Johnson 10 $1,540 $570
Note about using this formula:
- If you have Excel 365 or using Excel on the web, the above formula works as is.
- If you are using any older version of Excel (such as Excel 2016 / 2013 / 2010), then you should do the below steps:
- Select a range of 4 cells for your result.
- Type the formula in the very first cell.
- Then instead of pressing ENTER, press CTRL+SHIFT+ENTER
Example 5 - When VLOOKUP can't find the value...
Life would be just awesome if we can always find what we want. Sadly, that is not the case. So what happens when VLOOKUP can’t find the value you want to look for?
It will return an error. #N/A error.
See below example. Read on to learn how to fix the problem.
'EXAMPLE 5
'Looking for an non-existent value
'Formula:
=VLOOKUP("Chandoo", B5:E17,2,FALSE)
'RESULT
#N/A
How to fix the #N/A error in VLOOKUP?
We can use the IFERROR function of Excel to handle errors with our VLOOKUP FORMULAS.
For example, you can use this formula to show a message like “Person not found” for the Example 5 above.
'EXAMPLE 5 with error handling
'Looking for an non-existent value
'Formula:
=IFERROR(VLOOKUP("Chandoo", B5:E17,2,FALSE), "Person not found")
'RESULT
Person not found
How to use VLOOKUP when you have data in a table?
VLOOKUP works great with data in tables or regular ranges. I prefer using VLOOKUP with table data as tables are easier to manage business data.
Related: Learn how to create and use Excel Tables.
Here are 3 examples of using VLOOKUP with CTRL+T Tables in Excel.
'VLOOKUP TABLE EXAMPLES
'Data is in table named tblSales
'Formula:
=VLOOKUP("Josh",tblSales,3,FALSE)
'Result:
$1680
'Formula
=VLOOKUP(G37,tblSales,3,FALSE)
'Result
$1799
'Formula
=VLOOKUP(G41&"*",tblSales,3,FALSE)
'Result:
$2277
Learn more about tables in Excel:
- Tables are a very powerful and time-saving feature of Excel. Please refer to below articles to learn more.
- How to create and use tables in Excel
- Tables + VLOOKUP examples
VLOOKUP - Video Tutorial
Please refer to below video tutorial to understand how to use VLOOKUP.
Download VLOOKUP Examples - Workbook
Please download the sample workbook for this article and learn how to use VLOOKUP quickly.
What are the limitations of VLOOKUP?
While VLOOKUP is a game changer when it was originally introduced, when you look at the data challenges we all face in 2024, it suffers from many limitations. Here are the main downsides of using VLOOKUP.
- It can only lookup on the left-most column: VLOOKUP can only search on the data in left-most column of the table and return values to the right. So, if you want to find out the sales person’s name who has sales of $2,133, we can’t do that with VLOOKUP.
- We can use INDEX+MATCH or XLOOKUP (my preference) to solve this problem.
- Column Numbers: Let’s be real. Nobody refers to their data by column numbers. We think and memorize the data by what it is. So, if I want to lookup a name and get the corresponding sales, then I must translate the sales to column number for VLOOKUP. This is lame.
- We can use XLOOKUP to fix this problem.
- No Error handling: VLOOKUP doesn’t handle errors by itself. So if your lookup cannot find the value, it just comes back with #N/A. This often has a cascading effect on the charts, dashboards or reports you create.
- We can use either XLOOKUP or IFERROR to solve this problem.
- Approximate Trap: I can’t tell you how many times I accidentally leave the last parameter of VLOOKUP out and end up getting wrong results. This is because, if you forget to say FALSE at the end of VLOOKUP, you fall into the approximate trap. Your VLOOKUP RESULTS WILL BE WRONG.
- We can use XLOOKUP or be careful when writing VLOOKUPS.
My top 3 Alternatives for VLOOKUP
Let me be honest here. As of 2024, I no longer use VLOOKUP to solve my lookup problems in Excel. I use one of these alternatives depending on the nature of the job.
- XLOOKUP: Ever since XLOOKUP was launched a few years ago, it has become my go to lookup formula. It can do everything VLOOKUP does and adds many time-saving features.
- XLOOKUP can lookup both vertically or horizontally.
- XLOOKUP defaults to exact match all the time.
- It can lookup on any column and return another column (thus fixing the left column only limitation of VLOOKUP)
- It has built-in error handling mechanism.
- It works well with new Dynamic Array world of Excel.
- Power Query: We can use the MERGE Queries functionality of Power Query to lookup and get matching values for two tables quickly and efficiently. I mention this in my recent video here.
- Power Pivot: If you have two tables each holding one piece of a data puzzle and you want to answer business questions by combining both datasets, we can use Power Pivot’s relationship feature. This automatically connects both tables and let’s you synthesize data to answer queries. Learn how to use Power Pivot to replace VLOOKUPs.
In conclusion: Should you learn and use VLOOKUP?
As mentioned above, I no longer actively use VLOOKUP for my lookup problems. That said, it is a very useful formula and I recommend everyone to learn the basic syntax at the minimum.
- If you use Excel 365 or Excel on Web: Focus on learning XLOOKUP instead.
- If you also work in Power BI: Learn how to use Power Query and Power Pivot to replace LOOKUPS in your data.
- If you work with older versions of Excel: Then VLOOKUP is a must for you. Learn and use it well.
More information on VLOOKUP
Check out below resources and help to learn more about VLOOKUP and alternatives.
39 Responses to “Make a Quick Thermometer Chart to Compare Targets and Actuals”
You'll probably have some readers insist on bullet charts, which in my experience are no easier to read.
Note on the case where actuals may exceed targets, the target has to be the second series in the chart, not the first, so it appears in front of the actual.
@Jon.. good point. And yes, readers are already saying bullets are the way to go. Atleast @dmgerbino said it on twitter: http://twitter.com/dmgerbino/status/6761754333
But I feel the same as you did. Bullets need orientation to get started and not that easy to construct (here is a tutorial btw... http://chandoo.org/wp/2008/07/21/dashboard-bullet-graphs-excel/ )
When you just have to compare 2 sets of values, a chart like above is good and easy enough.
And yes, thank you for saying that data series order should be correct to show the target on top.
I think bullet charts are a good alternative. I'm not a huge fan of the formatting that you used above where the outline is so thick.
Another option would be to combine a line graph (plan/goal amounts) with the columns (actual) and select the option to remove the line. This leaves just the value (marker), which can be increased in size to leave only a line about the size of the bar. It's an easy and cleaner way to show actual to plan/goal. Does that make sense?
Tony -
I would use columns (or area) for goal, and lines and markers for actual.
What about if you go over the target? The chart doesn't work so well then.
The technique described today is a near bullet chart. As I stated early this morning on Twitter (link: http://bit.ly/4K3yPM ) , I am a fan of Stephen Few's Bullet Graph.
Hubert Urruttia and I started with Charlie Kyd's method, but as Jon Peltier and Chandoo said, they are not easy to contruct. We moved onto prototyping with Fabrice Rimlinger's SPARKLINES FOR EXCEL and now use XLCube's (BonaVista) Micro Chart tool. Both of these tools allow you to create bullet charts just as easy as any Excel chart type.
As far as reading and interpreting them, this chart type has been the easiest for us to present.
There are many chart types. Today's "Make a Quick Thermometer Chart to Compare Targets and Actuals" is fine for a start, but your ultimate goal should be to create Bullet Graphs. AS Stephen Few states in his overview, "The bullet graph was developed to replace the meters and gauges that are often used on dashboards. Its linear and no-frills design provides a rich display of data in a small space, which is essential on a dashboard. Like most meters and gauges, bullet graphs feature a single quantitative measure (for example, year-to-date revenue) along with complementary measures to enrich the meaning of the featured measure. Specifically, bullet graphs support the comparison of the featured measure to one or more related measures (for example, a target or the same measure at some point in the past, such as a year ago) and relate the featured measure to defined quantitative ranges that declare its qualitative state (for example, good, satisfactory, and poor). Its linear design not only gives it a small footprint, but also supports more efficient reading than radial meters."
@dmgerbino
Since @dmgerbino had to bring my name up I guess I should throw in my two cents.
@dmgerbino and I have both implemented Bullet Charts with great success. What is most interesting about this fact is that we have had a harder time implementing Sparklines than Bullet Charts. The reason for this revolves around the simple fact of familiarity. I will explain. People look at a Sparkline and they think it is a really small Line Chart and it is not. People are familiar with Line Charts since they have been around since 1786 when they were created by William Playfair. Bullet Charts on the other hand are different so they almost demand an explanation. Because of this there was a lot of face time that was needed to explain these charts but once people got them they understood the concept. This is similar to when I introduced Cycle Plots http://bit.ly/87ydVG (Thank you @nbrgraphs!) or Horizon Charts http://bit.ly/6PVavj.
Now about the Thermometer Charts… The first thing I want to address is Tony Rose’s statement. I totally agree that the outline on the chart is too think. It might come of as being a whole new series or a new variable. What I have done in instances like this is I have created a Bar Graph and Scatter Plot mixture. Then I have turned off the Data Series on the Scatter Plot and turned on the Horrizontal Error Bars on the Scatter Plot. The new horizontal line stands for the Plan and the Bar is the actual. The reason why I find this more useful is because this technique works if you have exceeded plan. Actually, I do not understand how Chandoo’s method would display the data if Plan is surpassed.
This reminds me of another blog post that @dmgerbino, @Jon_Peltier, and myself commented on over a year ago. http://bit.ly/PNdO Actually, I talk about similar things in regards to familiarity to charting techniques.
- @hubert_urruttia
[...] we have a post on using thermometer charts to quickly compare actual values with targets. Today we follow up the post with 10 charting ideas you can use to compare actual values with [...]
Hi Chandoo
How do I increase the width of the bar chart and also make the long axis labels come in the same line?
Thank you,
Rajiv
@Rajiv
Select the outer part of the chart "Chart Area" and note the cursor will change to arrows
drag the edges to what ever size you want
You can hold the Alt key as you drag and the chart will snap to the cell boundaries
Now click on the chart area inside the chart "Plot Area" and note that a box with small circles appears around it
drag the circles on the edge of that box to suit
You can hold the Alt key as you drag and the chart will snap to the cell boundaries
@ Hui
Thank you for your comments. But my question was not for the "Plot Area" instead I wanted to know about how should I increase the width of the individual bar charts because with my data all the individual bars are coming to be thin and I want to make them appear broader.
Thank You
@Rajiv
Right click on the Series you want to change and select Format Data Series
Under Series Options goto Gap Width and decrease it to suit
[...] Make a Quick Thermo-meter Chart using Excel [...]
Thank you for the great chart and explanation!
How do I show two amounts (Signed Revenue and Pipeline) as stacked within the Target amount?
@CL... you can use stacked column charts and follow the same technique to get this. See attached file for an example - http://img.chandoo.org/playground/thermo-meter-with-additional-details.xlsx
Chandoo - thanks for the quick response! What if I want the data label for the pipeline to be the actual pipeline value, not the signed rev + pipeline value? i.e. 15 instead of 55
Thanks!
How would i do this in excel 2003?
[...] Thermo-meter charts are very good to show how actual value compares with target (or budget). But how can we add another point for say Last Year value to the chart with out cluttering it. [...]
Hi Guys,
As Matt said,
"What if you if you go over the target?"
Is there a way to make it change color? or at least to show what the target was?
I am planning to use this with a "Forecasted vs Real" production chart but I do not know how to show overproduction.
Any clue?
Thanks
How do I do this if I have 2 bars I want side-by-side? ie 2012 Mean with 2012 benchmark overlapping and then 2013 mean with 2013 benchmark overlapping? I want the 2012 and 2012 mean bars sie by side to compare multiple categories.
Sorry, I meant to say the 2012 and 2013 mean bars side by side
I have a problem in that my PM wants a chart that shows a stacked column (Labor and Expense) and then have the overall buget shown as a thermo.
Everytime I try to do this, I either end up with all three being stacked or all of them being seperated.
Help?
Or if someone knows how to only outline the top and sides of a chart series....then I would have this solved. (Make a stacked column with labor, expenses, and remaining budget, then clear the fill and outline only the top and sides.) I just can't figure out how to do that/ not sure if excel will let me only outline part of a chart series.
[...] Thermometer chart to show budget vs. actual performance [...]
Your home is valueble for me. Thanks!...
I've created the thermometer chart as the Chandoo tutorial described. How do I move my columns closer together? I don't want wider columns; I want to move my narrow columns closer together. Thank you!
Dear Elite members,
could you please let me informed whether we could incorporate color formating in this thermometer approach i.e. if my actual performance is <Min then meter color sud go Red, in between min & target it sud change to Amber & target and above sud change to Green. pls advise. thanks,
I think the only way to do that would be with VBA programming.
@Abhinav
Yes, Simply use a stacked column chart, colored appropriately
Or
You may also want to read about Bullet Charts
@ Hui,
Could you pls demonstrate this with the help of an example.
let's have the below sample data
Actual=12
Min=10
Target=15
Max=20
if Actual>=Min then bar color sud be Red
in between Min & Target= Amber
between target(inclusive) & Max = Green
greater than or equal to Max= Blue
Thanks in advance
Abhi
Great blog post with awesome sample data. I've implemented two of the top "power tips" by changing the colour of the actual values, AND setting Actual to be 40% transparent. Looking good.
[…] easy with these charts. Use them sparingly. As a rule a thermo-meter chart would be better (easy to make, takes less space, scalable) for situations like […]
[…] easy with these charts. Use them sparingly. As a rule a thermo-meter chart would be better (easy to make, takes less space, scalable) for situations like […]
I recently purchased the template bundle and love the ease of use - thank you!
I would like to ask if it is possible to add an important 'block' to the dashboard to illustrate an important status for my executive team; 'billing status'? (ie budget / amount billed) something like that?
Thank you!
@Cheif449.. Thanks for your purchase and kind words.
You can add this easily to the dashboard. Follow below steps.
1. Unprotect the dashboard worksheet.
2. Add a text box (Insert > Drawing Shapes) to the dashboard
3. Put any text inside it as per your need.
4. Format it as needed.
5. Protect the dashboard again.
How do you do this in Excel 2010 - I am not seeing that option in Format data series.
how would we check target and actual sale for multiple years
Select any of the bar, right click and format data series